Greg Weldon covers the macro outlook for 2025 and what will trigger the next big move in Gold and gold shares.

Email [email protected] for a report on his outlook for 2025.

0:00 Intro
1:10 Macro Outlook 2025
12:00 Recession Probability
17:05 Leading Indicators for Downturn
23:30 Gold vs. S&P 500
27:30 Next Big Move
28:20 Bond Yields
33:40 Capital Ignoring Precious Metals
37:20 Greg's 2025 Outlook Report

Bond yields and the dollar are rising and perhaps its beginning to hit the stock market. Gold is holding up well but precious metals are in correction or consolidation mode.

The key threshold will be when the 10-year yield rises high enough to cause a bear market and recession, forcing more rate cuts from the Fed. 

John Miniotis, President & CEO of AbraSilver, joins us to discuss the company's recent pre-feasibility study update and ongoing exploration efforts.

At metals prices of $30.70 Silver & $2671 Gold, the PFS shows an after-tax net present value (5% discount) of US ~$1.25 Billion. 

Francis Hunt, ‪TheMarketSniper covers a bevy of issues and comments on a few live charts.

We focus on the S&P 500 priced against currency in circulation, the secular trend change in the bond market and its implications and close with comments on Gold, Silver and the yield curve.

0:00 Intro
1:10 S&P 500 vs. Currency in Circulation Chart
9:25 Overvalued/Undervalued Lines
12:45 Best Years of Gold Yet to Come
16:00 Turn of Bond Market in 2020
24:00 Bond Money Herding into MAG 7
30:50 S&P Short-Term Analysis
32:30 10-Year Treasury
38:15 Crypto
42:15 Gold
44:30 Gold Allocation is too Small
46:00 Silver
51:00 Yield Curve
54:50 YouTube Channel & TheMarketSniper.com

Professor Vince Lanci says this will be the year Gold finally breaks out against the 60/40 Portfolio. This episode focuses mostly on technical factors in Gold & Silver markets.

0:45 December 2024 Recap
4:00 Silver Support Levels
10:45 Gold Low is in Already?
20:25 Speculators & Open Interest
28:50 Fundamental Drivers in 2025
34:30 Hedge Funds Shorting Silver & When to Buy
40:20 Gold vs. 60/40 Portfolio to Breakout
44:30 Vince's Substack

Gary Tanashian discusses current market conditions and trends and what could transpire in 2025. There is growing risk of a market top and downturn, which would be very bullish for precious metals. He is not bullish yet but is anticipating these developments. 

Precious Metals remain in correction mode. We should be on the lookout for a low and potentially a significant low in January. 

Some gold stock indices are showing some very bullish bases that could lead to huge breakouts in 2025. The ETF data reveals gold stocks to be extremely under-owned. 

Vince Lanci discusses how Gold’s drivers will change in 2025. The drivers from 2024 will provide support to the market but US and Western investors need to take the lead to push Gold to higher levels.

0:00 Intro
2:10 Vince Initial Thoughts
13:34 Gold Drivers Change for 2025?
30:40 Drivers for $4000 Gold & Higher
36:50 Growth & Inflation Under Trump
47:25 Will Silver Close Above $32?
1:02:55 Vince's Gold Fix

Jared Dillian, author of multiple books and publisher of The Daily Dirtnap, remains long-term bullish on Gold and believes we will have to monetize the debt during the Trump administration, which won't be bullish for the stock market. 

0:00 Intro
0:50 Jared's Book Night Moves
2:15 Latest Gold Analysis
4:10 Gold vs. Stock Market
8:15 Economy & Fed Policy in 2025
11:30 DOGE Can't Cut Much
14:15 Bond Yields
17:35 Gold Stocks
22:30 Commodity Prices

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Rio2 founder and Chairman Alex Black recaps the company's financing, discusses the construction timeline and the status of the company's study on phase 2. (Rio2 paid for the production and distribution of this interview).

0:00 Intro
1:05 Rio2 Financing
7:00 Rio2 Cash vs. Remaining Capex
11:00 Fenix Mine Construction Timeline
12:00 AISC Estimate
15:10 Status of Study on Phase 2 Expansion
20:25 Capex Estimate for Phase 2
24:30 Newsflow in 2025
26:00 Final Comments